Articles in this section
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Q: Which emails are synced by the Office 365 Mail and Gmail apps?
When you activate Sync incoming email and/or Sync outgoing email in the Office 365 Mail app, Upsa...
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Q: Can I sync interest invoices from Fortnox?
A: No. Interest invoices from Fortnox are not synced to Upsales. This applies to both the Fortnox...
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About Upsales Accelerate
Upsales is transitioning from offering many small add-ons to providing comprehensive product pack...
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Q: My Office/Google mail sync isn't working, what do I do?
A: Sometimes the sync disconnects itself, this could be caused by inactivity or setting changes m...
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Q: My Office/Google calendar sync is not working, what do I do?
A: Sometimes the sync disconnects itself, this could be caused by inactivity or setting changes m...
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Q: What does the error "Kund är inaktiv i Fortnox" mean in Upsales?
A: This means that either the customer is inactive in Fortnox - if that is not the case the most ...
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Q: Do product-bundles sync to Oneflow?
A: Yes. A product bundle is added to the Oneflow contract as a single row with the bundle's name,...
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FAQ: Does Fortnox synchronise inactive customers to Upsales?
A: Yes, the application synchronises both inactive customers and products at the initial sync. Th...
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Q: What does Kleer match user on?
A: Email, the upsales user email must match the one in Kleer. In the Kleer app, our reference on...
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Q: What ERP integrations synchronise periodization?
A: Fortnox Premium, Visma.NET and Kleer Premium support this functionality. All three apps are av...
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Fältmappning Visma.NET
Denna information utgår från att ni använder fälten skapade av Visma.NET integrationen vid initia...
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Q: Do you get "credit-rating" when adding or updating a company from Company Data Hub?
A: Not from the add or update itself. Adding a company from Company Data Hub, or updating an exis...
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Q: Can you have two users connected to the same Outlook mail/Gmail ?
A: Yes this is possible. Each email is imported into Upsales only once. When two users sync the s...
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Q: What browser should you use with Upsales?
A: We develop our platform towards Google Chrome. We can not guarantee full functionality in any ...
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Q: Oneflow issues, an error occured while loading?
A: If the error message below appears, it might have to do with third-party cookies being blocked...
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Q: If i change Customer type in Fortnox from private person to company, do old invoices/orders sync?
Not automatically. After the change, the customer is created in Upsales, and its orders and invoi...
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Q: Can I change terms of payment, terms of delivery and way of delivery in Upsales?
A: No, regarding these fields Fortnox is the master. On a company synced with the Fortnox app, th...
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A: How to publish apps in the Upsales app directory
Upload an app, choose its visibility, and invite users. To publish your app publicly, you need a...
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Q: Do inactivity statuses synchronise between Upsales and Fortnox?
A: Yes. This applies to both the Fortnox and the Fortnox Premium app. At the initial sync, the st...
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Q: Can you do partial invoicing with Upsales when using Fortnox?
A: Partial invoicing is done in Fortnox. In Upsales you can view the remaining balance of the inv...
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Q: When an order is won, can I send an email to my finance department?
A: Yes, with a trigger. Triggers are part of the Workflow automation product. Click Settings → A...
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Q: Does Fortnox synchronise credit invoices to Upsales?
A: Yes, when Modul att synka (under Försäljning in the Fortnox app settings) is set to Faktura. T...
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Q: Why don't GetAccept e-signs appear in Upsales?
A: GetAccept stores all their e-signs in their plugin, so you view them there. Signed documents c...
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Q: Does new information received from a form replace existing information in Upsales?
A: No. If a customer completes the same form again with new information, this doesn't overwrite t...
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Q: How far back does Company Data Hub look when suggesting leads?
A: Company Data Hub goes back as far as the available historical data. The Recommended leads are ...
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Q: Can two users share the same Google/Outlook calendar account?
A: No. Connect each user to their own calendar account. If two users connect the same calendar ac...
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Q: When a form is submitted, can I trigger an email to be sent to my marketing admin?
A: Yes: Open the form you created Click Settings → Form actions → Add more actions: Click Send...
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Q: Does Fortnox work in the sandbox environment?
A: No Products work in the sandbox environment. Create a test account and use a Product there.
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Q: How do I prevent invoices syncing from Fortnox to Upsales?
A: Use the Order or Order&Offer module in the Fortnox settings. Only the Invoice module will sync...
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Q: Why isn't my order syncing to Fortnox?
A: This applies to both the Fortnox and the Fortnox Premium app. An order is sent to Fortnox when...
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